SWM

SigFig Wealth Management Portfolio holdings

AUM $3.23B
1-Year Est. Return 10.2%
This Quarter Est. Return
1 Year Est. Return
+10.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$642M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.27M
3
+$6.19M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.58M

Top Sells

1
+$571K
2
+$225K
3
+$203K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$65.1K
5
USRT icon
iShares Core US REIT ETF
USRT
+$33.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.7M 15.54%
895,800
+107,870
2
$52M 8.1%
885,138
+105,351
3
$48.4M 7.55%
1,246,725
+161,415
4
$47.4M 7.38%
160,799
+18,942
5
$40.2M 6.27%
514,171
+78,980
6
$26.8M 4.18%
1,006,455
+123,361
7
$25.5M 3.97%
887,875
+117,302
8
$25.4M 3.96%
493,993
+52,821
9
$25.4M 3.96%
413,720
+41,630
10
$23.8M 3.71%
357,764
+17,560
11
$22.5M 3.51%
774,713
+75,539
12
$21.8M 3.4%
250,034
+32,521
13
$20.9M 3.25%
635,310
+83,702
14
$16.8M 2.62%
528,831
+69,005
15
$15.9M 2.48%
437,075
+16,666
16
$11.6M 1.8%
227,332
+29,649
17
$10.9M 1.7%
374,076
+4,729
18
$10.8M 1.69%
72,463
-3,817
19
$10.5M 1.63%
353,631
+18,145
20
$10.2M 1.58%
283,702
+15,127
21
$10M 1.56%
124,175
+16,668
22
$7.41M 1.15%
630,594
+13,674
23
$6.67M 1.04%
58,908
+4,914
24
$5.78M 0.9%
136,077
-4,789
25
$5.55M 0.86%
133,249
-5,402
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